DAS
WBS

Dynamic Advisor Solutions’s Webster Financial WBS Stock Holding History

Dynamic Advisor Solutions’s Portfolio WBS Stock Details WBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-4,832
Closed -$252K – 232
2017
Q2 		$252K Hold
4,832
– – 0.1% 192
2017
Q1 		$242K Sell
4,832
-1,000
-17% -$53.4K 0.09% 187
2016
Q4 		$317K Buy
+5,832
New +$268K 0.13% 173

Other funds holding WBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Dynamic Advisor Solutions's WBS Position: Q3 2017 in Review

Dynamic Advisor Solutions sold out of Webster Financial (WBS) in Q3 2017, closing a stake of 4,832 shares — an estimated $252K sold.

Dynamic Advisor Solutions first reported a position in WBS in Q4 2016 and held it in 3 quarters. The position peaked at $317K in Q4 2016. 257 funds tracked by Wall St. Rank hold WBS as of Q3 2017.

  • Dynamic Advisor Solutions reported no remaining Webster Financial position as of Q3 2017 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 4,832 Webster Financial shares in Q3 2017, an estimated $252K.
  • Dynamic Advisor Solutions first reported a position in Webster Financial in Q4 2016 and held it in 3 quarters.
  • Dynamic Advisor Solutions's Webster Financial position peaked at $317K in Q4 2016.
  • 257 funds tracked by Wall St. Rank held Webster Financial as of Q3 2017.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2017, filed 16 Oct 2017.